Legacy
You worked your whole life for this.
For decades you saved, planned, and put others first. Now the question changes. It is no longer how much you can build. It is how you use what you have built to live well, protect the people you love, and move through these years with confidence.
Too many retirees are handed a statement and left to figure out the rest alone. That is not planning. That is paperwork.
You deserve more than that.
What we plan together
Retirement income
Turning what you saved into a paycheck that lasts. A clear, dependable plan for how money comes in each month.
Social Security timing
One decision that affects the rest of your life. We make it with intention, not guesswork.
Healthcare and Medicare
Understanding your coverage and the costs that come with it, so nothing catches you off guard.
Tax-smart withdrawals
The order you draw from your accounts matters. We structure it to keep more of what is yours.
Estate and legacy
Making sure your wishes are clear and your loved ones are cared for, without confusion or delay.
Planning with a partner, not a salesperson
My role is simple. I bring clarity to complex situations and give you a clear path forward.
You will never get a sales pitch from me. You will get honest guidance, proactive direction, and a plan built around your life, not a product.
Clarity removes anxiety. Strategy prevents expensive mistakes. You deserve both.
This kind of care should not be reserved for the wealthy.
Real financial guidance is not a luxury. Every person who spent a lifetime working deserves a plan, a partner, and the peace of mind that comes with both.
That belief is at the heart of Eclipse. Whatever you have built, large or modest, you deserve to understand it, protect it, and enjoy it.
Choose the level of support that's right for you
Whether you are looking for a one-time financial review or an ongoing planning relationship, my goal is the same: to help you make confident financial decisions with clarity.
Comprehensive Financial Review
$2,700
One-Time Fee
A comprehensive review of your financial life designed to help you understand where you are today, identify opportunities, and build a clear plan for what is next.
Together, we will evaluate every major area of your financial life and create a personalized roadmap you can confidently move forward with.
Includes
Discovery of your goals, priorities, and concerns
Review of all six core planning areas
Personalized recommendations and action plan
Written summary with clear next steps
Opportunity to continue with ongoing planning if it is the right fit
Review of all six core planning areas
Personalized recommendations and action plan
Written summary with clear next steps
Opportunity to continue with ongoing planning if it is the right fit
Best for individuals and families looking for a comprehensive financial plan without an ongoing commitment.
Ongoing Relationship
Comprehensive Financial Planning
$330 / month
Ongoing
Financial planning is not a one-time event. Life changes, goals evolve, and new opportunities arise. This option provides ongoing guidance to help keep your plan aligned with your life.
As your financial partner, I will help you make thoughtful decisions, adjust your strategy as needed, and coordinate with your other trusted professionals along the way.
Includes
Ongoing financial planning and guidance
Regular reviews and proactive recommendations
Support through life changes and major decisions
Coordination with your CPA, attorney, and other professionals
Access for questions throughout the year
Regular reviews and proactive recommendations
Support through life changes and major decisions
Coordination with your CPA, attorney, and other professionals
Access for questions throughout the year
Best for clients who value an ongoing relationship and proactive financial guidance.
Investment Management
Financial planning and investment management are offered separately.
You are welcome to implement your recommendations on your own, with another advisor, or with me under a separate investment management agreement. When we work together, your rate comes down as your assets grow.
Assets Under Management
Annual Rate
$0 – $250,000
1.25%
$250,001 – $500,000
1.20%
$500,001 – $1,000,000
1.14%
$1,000,001 – $2,000,000
1.09%
$2,000,001 – $3,000,000
1.04%
$3,000,001 – $4,000,000
0.99%
$4,000,001 +
0.88%
Please refer to the firm's ADV Part 2A and your client agreement for additional platform, strategist, or related fees that may apply. The advisory program used for the application of this information is Advisor as Portfolio Manager.
Let's build a plan for the years ahead.
A conversation is the best place to start. No pressure, no obligation. Just clarity about where you stand and where you can go.
Schedule a Complimentary Review